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Nuclear Energy

Nuclear energy supplies constant carbon-free electricity, which has brought it back into favour as data center demand collides with decarbonisation targets. Long build times mean supply responds slowly to a change in sentiment.

61 stocks

Small Modular Reactors Uranium Mining & Enrichment

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
351	Glenmede Trust Philadelphia, Pennsylvania	$38.1M	+$4.3M	13	0.17%	Increased
352	Commerzbank Aktiengesellschaft Frankfurt, Germany	$38M	-$12.5M	8	0.35%	Reduced
353	Reinhart Partners Mequon, Wisconsin	$37.9M	+$5.96M	2	3.54%	Increased
354	MCM Moerus Capital Management New York	$37.7M	-$3.52M	2	11.18%	Reduced
355	M&T Bank Buffalo, New York	$37.6M	-$276K	10	0.2%	Reduced
356	Jane Street New York	$37.2M	+$6.33M	17	0.06%	Increased
357	Fjarde Ap-fonden Stockholm, Sweden	$37M	+$6.67M	3	0.46%	Increased
358	Norinchukin Bank Tokyo, Japan	$36.8M	+$986K	6	0.47%	Increased
359	Acadian Asset Management Boston, Massachusetts	$36.7M	+$7.73M	9	0.16%	Increased
360	Pzena Investment Management New York	$36.3M	-$135K	1	0.2%	Reduced
361	Brandywine Global Investment Management Philadelphia, Pennsylvania	$35.6M	-$791K	4	0.25%	Reduced
362	WI Wafra Inc New York	$35.2M	+$14.8M	2	1.23%	Increased
363	Ferguson Wellman Capital Management Portland, Oregon	$35.2M	+$820K	3	1.2%	Increased
364	Creative Planning Overland Park, Kansas	$34.6M	+$2.08M	14	0.12%	Increased
365	Andra AP-fonden Goteborg, Sweden	$34.3M	+$32.7M	8	1%	New
366	Lazard Asset Management New York	$34.1M	-$490M	7	0.06%	Reduced
367	HA Heartland Advisors Milwaukee, Wisconsin	$33.6M	-$76.3K	3	2.49%	Reduced
368	South Dakota Investment Council Sioux Falls, South Dakota	$33.5M	+$4.07M	4	0.71%	Increased
369	Verition Fund Management Greenwich, Connecticut	$33.4M	+$18.2M	9	1.3%	Increased
370	Cambridge Investment Research Advisors Fairfield, Iowa	$32.8M	+$2.74M	12	0.31%	Increased
371	SFM Systematic Financial Management Teaneck, New Jersey	$32.5M	-$28.1M	3	1.11%	Reduced
372	FCI Financial Counselors Inc Overland Park, Kansas	$32.1M	+$6.28M	4	1.36%	Increased
373	GLCM Greenlea Lane Capital Management Weston, Connecticut	$32M	+$5.91M	1	19.04%	Increased
374	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$31.9M	-$4.51M	1	1.09%	Reduced
375	MAM Majedie Asset Management London, United Kingdom	$31.8M	+$1.18M	2	2.25%	Increased